2013 CDFA California Financing Roundtable Conference
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CDFA California Financing Roundtable

2013 CDFA California Financing Roundtable Conference

--Advancing Development Finance in the Golden State--

Thursday, November 14, 2013
Sacramento, California

CDFA would like to thank the following organizations for sponsoring the 2013 California Financing Roundtable Conference.

Conference Premium Sponsor

California Statewide Communities Development Authority
Growth Capital Associates, Inc.
Hutchinson Shockey Erley & Co.

Conference Supporting Sponsor

Aquaria Funds
California Enterprise Development Authority

For information about sponsoring the CDFA California Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement or contact CDFA.


Join CDFA and CALED for the first-ever California Financing Roundtable Conference on November 14, 2013 as we focus on "Advancing Development Finance in the Golden State". This one-day event will feature a number of economic development finance experts and leaders from around the state discussing new development finance tools, resources, authorities, and approaches and how these methods can move California’s economy forward. Topics to be discussed include bonds, redevelopment, loan funds, innovation capital, tax credits, federal funding and much more.

CDFA is excited to partner with CALED to host this specialized initiative for the economic development and project finance professionals in the state. The event will be held at The Citizen Hotel in Sacramento. Register today to reserve your spot at the 2013 California Financing Roundtable Conference.


The following is the preliminary agenda scheduled for this conference. The main areas of content outlined below will be covered, but modifications may be made to accommodate speakers and timing. Check this page regularly for confirmed agenda and other updates.

8:30 am Registration Opens

9:00 – 9:15 am Welcoming Remarks & Introduction

The CDFA California Financing Roundtable is dedicated to developing a sustainable economic development finance industry for the state of California. A collection of finance leaders from across the state, the Roundtable brings together the development finance industry through education, news and research. The 2013 CDFA California Financing Roundtable Conference marks the first live event of this exciting initiative.


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies

Bruce Stenslie
President & CEO
Economic Development Collaborative of Ventura County

9:15 – 10:15 am Market Watch – The Economic Development Finance Climate & Development Realities in California

How is California's economy fairing? What economic development financing trends are economists, bankers and other professionals experiencing throughout the state? What options are available for California cities in lieu of the repealed redevelopment laws? Join industry experts and top development finance leaders as the Roundtable discusses the state’s economic development finance climate, development realities, access to capital opportunities and the prospect for economic advancement.


Gurbax Sahota
President & CEO
California Association for Local Economic Development


Sara Oberlies Brown
Managing Director
Stifel, Nicolaus & Company, Inc.

Dan Massiello
Senior Vice President of Public Finance
Kosmont Companies

10:15 – 10:30 am Networking Break

10:30 am – 12:00 pm Bonds as the Bedrock of Development Finance

Bond financing remains the bedrock development finance tool for economic development. This session will focus on how this long-standing tool can be used today to provide a significant portion of a project's capital stack. Presenters from bond agencies and capital markets firms will walk through the bond financing process and explore strategies for maximizing this tool in California.

Moderator and Speaker:

Russell L. Goings, III
Senior Vice President
Hutchinson Shockey Erley & Co.


Robert Gamble
Managing Director
Public Financial Management

James Hamill
Program Manager
California Statewide Communities Development Authority

Ruben J. Rojas
Deputy Executive Director
California Infrastructure and Economic Development Bank

12:00 – 1:00 pm Lunch - The Legislative View from Washington


Misti Armstrong
Program Manager
California Debt Limit Allocation Committee


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies

1:00 – 2:15 pm Accessing Capital in California

Access to capital tools drive business and industry investment in the state. During this session, the Roundtable will explore the most innovative and effective access to capital tools being administered in California including revolving loan funds, seed/venture capital, guarantees and other effective debt instruments.


Daniel Bronfman
Growth Capital Associates, Inc.


Lynn Fernandez
Vice President of Lending
Valley Economic Development Center

Joseph McClure
District Director
U.S. Small Business Administration

Nancee Trombley
CalCAP Manager
California Pollution Control Financing Authority

2:15 – 2:30 am Networking Break

2:30 – 3:15 pm Supporting Rural and Small Town Development in the Golden State

Urban communities are not the only places looking for help to fund economic development: rural communities and small towns are also in need of financing strategies. A number of creative and important financing tools exist to assist rural and small town development, and this session will explore the cutting-edge strategies driving development in the state of California.


Glenda Humiston
State Director
U.S. Department of Agriculture

Jeff Lucas
Founding Principal
Community Development Services

3:15 – 4:15 pm Unlocking Energy Innovation Finance

Opportunities to finance energy projects are increasingly being made available through both public and private sector participants. When used correctly, these programs can stimulate investment in our communities by supporting projects that increase energy efficiency and deploy advanced energy technologies. During this session, presenters will discuss their hands-on experience with programs and financing options which exist to support clean energy and energy efficiency.


Lew Milford
Clean Energy Group


Saul Gomez
Executive Director
California Alternative Energy and Advanced Transportation Financing Authority

Michael Karlosky
Senior Vice President
Figtree Financing

Frank Spasaro
Manager, Energy Efficiency Partnerships and Finance
Southern California Gas Company

4:15 pm Resources for Supporting Development Finance & Closing Remarks

There are hundreds of finance resources in the development finance toolbox, yet economic developers continue to rely on a select few. As we wrap up the 2013 CDFA California Financing Roundtable Conference, attendees will get a brief overview of the resources, tools, strategies and opportunities for supporting development finance in the Golden State.


Toby Rittner, DFCP, EDFP
President & CEO
Council of Development Finance Agencies


The 2013 CDFA California Financing Roundtable Conference will take place at The Citizen Hotel.

The Citizen Hotel
926 J Street
Sacramento, CA, 95814
Phone: 916-447-2700

From San Francisco:
Take 80 East toward Sacramento. Continue on Capital City Fwy/ I-80 BR E/ US-50 E. Take the exit toward downtown Sacramento. Merge onto CA-275 North. Turn left at 5th Street. Turn right at J Street. The hotel is located on the right at the corner of 10th and J Street.

From Sacramento International Airport:
Exit the airport and travel south on I-5. Exit on J Street in downtown Sacramento. Continue on J Street for 7 blocks. The hotel is located on the right at the corner of 10th and J Street.

From the South (using I-5):
Take the I-5 North. Exit on the J Street towards downtown Sacramento. Turn right on J Street. The hotel is located on the right at the corner of 10th and J Street.

From the North (using I-5):
Take the I-5 South. Exit on the J Street towards downtown Sacramento. The hotel is located on the right at the corner of 10th and J Street.

From the North (using I-80):
Take I-80 West. Exit onto CA-99 South/ I-5 South towards Los Angeles. Exit J Street towards downtown Sacramento. The hotel is located on the right at the corner of 10th and J Street.

Valet parking is available at The Citizen Hotel at a rate of $12 per day.


Registration rates vary depending on whether you are a CDFA member or non-member.

CDFA Member: $125
Non-Member: $175